See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,483 | $100,852+29.4% | $90,404+44.3% | $158,922-17.9% |
| Participation rate | 94.1% | 75.0%+19.1pp | 72.7%+21.4pp | 82.0%+12.2pp |
| Annual return | 14.53% | 1724.20%-1709.7pp | 1293.02%-1278.5pp | 302.83%-288.3pp |
| Employer contribution / active EE | $5,383 | $3,689+45.9% | $3,262+65.0% | $4,761+13.1% |
| Participant deferral / active EE | $8,116 | $4,348+86.7% | $3,963+104.8% | $5,982+35.7% |
| Admin fee / account holder | $3,611 | $6,501-44.4% | $5,611-35.6% | $11,246-67.9% |